0001841433-21-000013.txt : 20210524 0001841433-21-000013.hdr.sgml : 20210524 20210524123217 ACCESSION NUMBER: 0001841433-21-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20210524 DATE AS OF CHANGE: 20210524 EFFECTIVENESS DATE: 20210524 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Planning & Information Services, Inc. CENTRAL INDEX KEY: 0001841433 IRS NUMBER: 391560719 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20591 FILM NUMBER: 21952537 BUSINESS ADDRESS: STREET 1: 115 FOURTH STREET CITY: DE PERE STATE: WI ZIP: 54115 BUSINESS PHONE: 920-336-0863 MAIL ADDRESS: STREET 1: 115 FOURTH STREET CITY: DE PERE STATE: WI ZIP: 54115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841433 XXXXXXXX 06-30-2016 06-30-2016 false Financial Planning & Information Services, Inc.

115 Fourth Street De Pere WI 54115

13F HOLDINGS REPORT 028-20591 N Ryan Brent Wempe 920-336-0863 /s/ Ryan Brent Wempe De Pere WI 05-24-2021 0 35 218030 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 478 12040 SH SOLE 0 0 12040 BANK MUTUAL CORP NEW COM 063750103 1086 141418 SH SOLE 0 0 141418 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 210 1448 SH SOLE 0 0 1448 FIDELITY NATL INFORMATION SV COM 31620M106 404 5487 SH SOLE 0 0 5487 ISHARES TR MSCI EAFE ETF 464287465 5441 97468 SH SOLE 0 0 97468 ISHARES TR MSCI EMG MKT ETF 464287234 5448 158550 SH SOLE 0 0 158550 ISHARES TR RUS 2000 VAL ETF 464287630 3256 33465 SH SOLE 0 0 33465 ISHARES TR RUS MDCP VAL ETF 464287473 15624 210306 SH SOLE 0 0 210306 ISHARES TR S&P 500 GRWT ETF 464287309 247 2119 SH SOLE 0 0 2119 ISHARES TR S&P MC 400VL ETF 464287705 2581 20153 SH SOLE 0 0 20153 ISHARES TR SP SMCP600VL ETF 464287879 4220 36125 SH SOLE 0 0 36125 ISHARES TR TIPS BD ETF 464287176 245 2096 SH SOLE 0 0 2096 ISHARES TR CORE US VAL ETF 464287663 4869 36262 SH SOLE 0 0 36262 JPMORGAN CHASE & CO COM 46625H100 998 16055 SH SOLE 0 0 16055 KIMBERLY CLARK CORP COM 494368103 270 1961 SH SOLE 0 0 1961 LOCKHEED MARTIN CORP COM 539830109 374 1506 SH SOLE 0 0 1506 MCDONALDS CORP COM 580135101 228 1891 SH SOLE 0 0 1891 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2721 25299 SH SOLE 0 0 25299 PROCTER & GAMBLE CO COM 742718109 1716 20265 SH SOLE 0 0 20265 SPDR S&P 500 ETF TR TR UNIT 78462F103 393 1875 SH SOLE 0 0 1875 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 18925 233467 SH SOLE 0 0 233467 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 13784 163506 SH SOLE 0 0 163506 VANGUARD INDEX FDS GROWTH ETF 922908736 23612 220262 SH SOLE 0 0 220262 VANGUARD INDEX FDS SM CP VAL ETF 922908611 18420 174910 SH SOLE 0 0 174910 VANGUARD INDEX FDS VALUE ETF 922908744 16444 193480 SH SOLE 0 0 193480 VANGUARD INDEX FDS SMALL CP ETF 922908751 1444 12481 SH SOLE 0 0 12481 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6365 71451 SH SOLE 0 0 71451 VANGUARD INDEX FDS MID CAP ETF 922908629 5381 43521 SH SOLE 0 0 43521 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9982 283328 SH SOLE 0 0 283328 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 211 4927 SH SOLE 0 0 4927 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 22750 281421 SH SOLE 0 0 281421 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 9258 261830 SH SOLE 0 0 261830 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 9541 133518 SH SOLE 0 0 133518 VANGUARD WORLD FDS MATERIALS ETF 92204A801 7585 74048 SH SOLE 0 0 74048 WEC ENERGY GROUP INC COM 92939U106 3519 53895 SH SOLE 0 0 53895